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Maylin Lema

Strategic Advisers LLC

Gilroy, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Gilroy, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
H&R Block Gilroy CA 11/2014 11/2021
Maylin Lema Gilroy CA 08/2014 07/2021
Avantax Investment Services, Inc. Gilroy CA 05/2019 08/2021
Vine Academy Gilroy CA 01/2015 11/2021
Discovery Counseling Center Morgan Hill CA 04/2017 11/2021
Cfd Investments Kokomo IN 08/2021 11/2021
Creative Financial Designs Kokomo IN 08/2021 11/2021
Fidelity Investments Gilroy CA 11/2021 Present
College For Financial Planning Greenwood Village CO 05/2020 07/2021
Fidelity Investments Boston MA 03/2025 Present
  • 11/2014 → 11/2021
    H&R Block
    Gilroy, CA
  • 08/2014 → 07/2021
    Maylin Lema
    Gilroy, CA
  • 05/2019 → 08/2021
    Avantax Investment Services, Inc.
    Gilroy, CA
  • 01/2015 → 11/2021
    Vine Academy
    Gilroy, CA
  • 04/2017 → 11/2021
    Discovery Counseling Center
    Morgan Hill, CA
  • 08/2021 → 11/2021
    Cfd Investments
    Kokomo, IN
  • 08/2021 → 11/2021
    Creative Financial Designs
    Kokomo, IN
  • 11/2021 → Present
    Fidelity Investments
    Gilroy, CA
  • 05/2020 → 07/2021
    College For Financial Planning
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Gilroy, CA
    Salt Lake City, UT
  • 2021-08-20 → 2021-11-01
    Creative Financial Designs, Inc.
    Hollister, CA
    Kokomo, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-04
  • S66 Uniform Combined State Law Examination
    2019-12-04
Designations
Other Names
  • Maylin Teresa Parodi-Lema
  • Maylin Teresa Sanchez-Parodi
  • Maylin Teresa Parodi Lema

View on SEC IAPD

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